VFM Investments

To login to Valley Financial Management, Inc. (VFM) Investments, please click here.

If this is your first login, please follow these steps:

  • The Financial Organization Number is: AFD
  • Enter your user ID.


For assistance, please contact your Valley investment professional Monday-Friday 9:00am-5:00pm EST

Disclaimers and Notices:

To maintain the highest level of service to our clients, we ask that you add edelivery@netxinvestor.com to the safe sender list in your address book.  This will allow you to receive account information from Netxinvestor.

Securities and insurance products are offered through Valley Financial Management, Inc. (VFM).  VFM is a registered broker-dealer, a member of FINRA and SIPC, is a wholly-owned subsidiary of Valley National Bank.



You are now leaving the Valley National Bank and VFM site and will be transferred to a third-party site, Netxinvestor (www.netxinvestor.com).  Netxinvestor is a website maintained by Netxinvestor, a subsidiary of Pershing LLC.  Pershing LLC is VFM’s clearing firm.  The Netxinvestor website you are entering is not maintained by VFM or Valley National Bank or any of their subsidiaries or affiliates (collectively, “Valley Entities”).  The Valley Entities are not responsible for the content or information on, or security of the Netxinvestor site and none of the products or services presented or advertised on the Netxinvestor site are offered by the Valley Entities.  The Valley Entities do not make any warranties, guarantees, or assurances with respect to any of the content of the Netxinvestor web site and use of this site is at the user’s own risk.  The Valley Entities will not be liable for the failure of any product or service advertised on Netxinvestor by Pershing LLC.

Netxinvestor may have privacy policies different from those of the Valley Entities.  A review of such policies should be made before using any services or purchasing products from Netxinvestor or Pershing LLC.  Netxinvestor also may have data security protocols different from the Valley Entities, which do not make any warranty or guaranty with respect to the privacy or confidentiality of information provided to, or through, Netxinvestor.  The Valley Entities do not endorse or monitor any content, viewpoints, or opinions offered or expressed by Netxinvestor or Pershing LLC.